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RB SEC, Schwab, and Michael Kitces all improbably allied successfully to 'protect' sub-$1 billion RIAs by reclassifying them as 'small,' but move may create vulnerability – the Commission gained leverage to push firms to state registrationWT The Human in the Loop: AI Agents for Estate and Tax Planning with Danny Lohrfink of Wealth.comIN Elon Musk touts data centers in space at Baron Investment ConferenceIN Mercer Advisors, Osaic deepen AI bets with Arch and Nitrogen dealsWM Osaic's CW Advisors Announces 3 of 8 Planned Acquisitions This YearFP Passing the CFP retake — tips from second-time success storiesIN Why $66 billion mega-RIA Carson Group stays out of South FloridaWM Deals & Moves: Beacon Pointe Acquires RIA Focused on Airline WorkersFP Fees drive revenue growth as Edward Jones adds advisors, assetsIN LPL advisor, South Carolina state senator, elected to U.S. Congress
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters

17,210 firms manage $177.9 trillion

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 15361
    Domestique Capital LLC283 clientsWealth managerWrap sponsor
    Schwab 100%
    $102M
  2. 15362
    Blue Heron CapitalEnglewood, CO · 205 clientsWealth manager
    Schwab 100%
    $102M
  3. 15363
    Sanctuary Financial Planning, LLC44 clientsWealth manager
    Schwab 100%
    $102M
  4. 15364
    A Sling & A Stone, IncorporatedBurnet, TX · 446 clientsWealth managerHybrid
    Interactive Brokers 74%Mutual Funds 26%
    $102M
  5. 15365
    Hunt Capital Management, LLCNew York, NY · 1 clientsPrivate fund adviserHybridBrean Capital, LLC, S2k Financial LLC
    No custodian reported
    $102M
  6. 15366
    Wynn Capital Management, LLCSanta Cruz, CA · 89 clientsWealth manager
    No custodian reported
    $102M
  7. 15367
    Sound Legacy Wealth Advisors, LLC44 clientsWealth manager
    Fidelity 100%
    $102M
  8. 15368
    Secure Retirement Financial & Insurance Services Corp.San Ramon, CA · 211 clientsWealth managerHybrid
    Schwab 100%
    $102M
  9. 15369
    Haire Wealth Management, Inc.Tupelo, MS · 164 clientsWealth managerHybrid
    No custodian reported
    $102M
  10. 15370
    Balanced Wealth Management, LLC.West Warwick, RI · 248 clientsWealth manager
    Fidelity 100%
    $102M
  11. 15371
    ApforiaVirginia Beach, VA · 385 clientsWealth manager
    Altruist 61%Schwab 39%
    $102M
  12. 15372
    Onewelth IncNew York, NY · 7 clientsAsset manager
    Stifel, Nicolaus & Company, Incorporated 52%Two Ocean Trust 48%
    $102M
  13. 15373
    Shankland Financial Advisors, LLC486 clientsWealth manager
    Schwab 100%
    $102M
  14. 15374
    Endurance Financial Planning, LLCMcAllen, TX · 596 clientsWealth manager
    Schwab 100%
    $102M
  15. 15375
    Cornwall Capital Management LPNew York, NY · 2 clientsPrivate fund adviser
    No custodian reported
    $102M
  16. 15376
    Strategic Wealth Partners LLCFranklin, TN · 212 clientsWealth manager
    No custodian reported
    $102M
  17. 15377
    Hanover Square Wealth Advisors LLC98 clientsWealth manager
    No custodian reported
    $102M
  18. 15378
    Blantyre Capital US LLCNew York, NY · 3 clientsPrivate fund adviser
    No custodian reported
    $102M
  19. 15379
    Sequentis Capital LLCBoston, MA · 90 clientsWealth manager
    Schwab 100%
    $102M
  20. 15380
    Tax & Investment AdvisorsNewburyport, MA · 346 clientsWealth manager
    Fidelity 100%
    $102M
  21. 15381
    Sky Vision Wealth Management Corp.Irvine, CA · 86 clientsWealth managerHybrid
    Schwab 100%
    $101M
  22. 15382
    Integrative Planning, Inc.Cornelius, NC · 224 clientsWealth manager
    Schwab 100%
    $101M
  23. 15383
    Mendoza Private WealthNorth Miami, FL · 53 clientsWealth manager
    Schwab 100%
    $101M
  24. 15384
    Bespoke Investment Group, LLCHarrison, NY · 59 clientsWealth manager
    Schwab 100%
    $101M
  25. 15385
    Axxets WMAventura, FL · 5 clientsWealth manager
    J.P. Morgan 69%Morgan Stanley 31%
    $101M
  26. 15386
    Wells Global Investment Advisers LLCWinter Haven, FL · 133 clientsWealth managerHybridValor Financial Securities LLC
    Pershing 100%
    $101M
  27. 15387
    Integrated Benefits, Incorporated155 clientsWealth manager
    Schwab 100%
    $101M
  28. 15388
    Palomar Advisors Inc.76 clientsAsset manager
    Schwab 74%American Trust Investment Services 26%
    $101M
  29. 15389
    Swiss Finance Private Wealth Management LLCSouthbury, CTAsset manager
    No custodian reported
    $101M
  30. 15390
    Rock Creek Wealth ManagementHillsboro, OR · 241 clientsWealth managerHybrid
    LPL Financial 100%
    $101M
  31. 15391
    Cantata Wealth Management, LLCCoral Gables, FL · 30 clientsWealth manager
    Fidelity 100%
    $101M
  32. 15392
    RGA Investment Advisors, LLCGreat Neck, NY · 100 clientsWealth manager
    Schwab 100%
    $101M
  33. 15393
    Suttle Crossland Wealth Advisors, LLCScottsdale, AZ · 53 clientsWealth manager
    Altruist 90%
    $101M
  34. 15394
    Beacon Associates Wealth Management, LLCMaumee, OH · 204 clientsWealth manager
    Schwab 62%Fidelity 38%
    $101M
  35. 15395
    Ensign Advisory Partners LLCGilbert, AZ · 304 clientsWealth manager
    Assetmark 100%
    $101M
  36. 15396
    Brave Eagle Wealth ManagementNew York, NY · 107 clientsWealth manager
    Interactive Brokers 100%
    $101M
  37. 15397
    FC Wealth Solutions LLCWesterville, OH · 163 clientsWealth manager
    Fidelity 90%
    $101M
  38. 15398
    34 Financial, LLCAtlanta, GA · 90 clientsWealth manager
    Schwab 100%
    $101M
  39. 15399
    CWM Advisory, LLCOcean Pines, MD · 248 clientsWealth manager
    SEI 100%
    $101M
  40. 15400
    Indexperts, LLCCharlotte, NC · 3 clientsAsset managerHybridLinden Thomas and Company Securities, LLC, clears through Wells Fargo Clearing Services
    No custodian reported
    $101M

RIAs by state